Warm Introductions and Open Doors!
We will know your company, your representatives, your prospective client profile, and your expectations for partnering with our team.
Our team will endeavor to be your link to warm introductions and open doors.
How? Via 5 distinct tactics:
Presidential Briefing The FPA of Greater Phoenix Board of Directors meets at least 6 times annually. The Presidential briefing is 5 minutes of each board meeting allocated to introducing the board to profile information about a partner. The board introduction to our partners from our President and Executive Director includes:
| Executive Director Connect The FPA of Greater Phoenix Executive Director (and any/all staff) are your continual ambassadors to partnership benefits, including:
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Leadership Ambassadors In addition to three FPA of Greater Phoenix leadership members responsible for knowing you and supporting your successful matchmaking options in our market 1) Executive Director 2) Partnership Team Leader 3) Board President at least one additional member of our chapter leadership (an at large board member, or active volunteer or past president) will be connected to you as another partnership ambassador. In the example above, David Rich would be the 4th chapter liaison available to you for introductions at meetings and into our planner community. | "Tell Me More" All FPA of Greater Phoenix members have the option of inserting a video clip in their membership profile in our online directory. We encourage all of our chapter partners to not only consider a "video selfie" to insert into their representatives directory profile, but also to forward for posting to our evolving YouTube channel your "tell me more" video about your firm. As we rotate through the Presidential briefings during the year, the chapter will take special effort to post, highlight and share your Tell Me More and Video Selfie moments with the chapter membership at large. Here's an example from chapter partner PTAM: PTAM—A Differentiated Approach to Fixed Income Investing Video” |
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